BAL INVESTMENT & ADVISORY, LLC
| Name: | BAL INVESTMENT & ADVISORY, LLC |
| Jurisdiction: | Rhode Island |
| Entity type: | Foreign Limited Liability Company |
| Status: | Activ |
| Date of Organization in Rhode Island: | 09 Jan 1976 (49 years ago) |
| Identification Number: | 001756885 |
| Place of Formation: | DELAWARE |
| Purpose: | MISCELLANEOUS INTERMEDIATION |
| Principal Address: |
555 CALIFORNIA STREET 11TH FLOOR, SAN FRANCISCO, CA, 94104, USA
|
NAICS
523910 Miscellaneous IntermediationThis industry comprises establishments primarily engaged in acting as principals (except investment bankers, securities dealers, and commodity contracts dealers) in buying or selling financial contracts generally on a spread basis. Principals are investors that buy or sell for their own account. Learn more at the U.S. Census Bureau
| Name | Role | Address |
|---|---|---|
| CT CORPORATION SYSTEM | Agent | 450 VETERANS MEMORIAL PARKWAY SUITE 7A, EAST PROVIDENCE, RI, 02914, USA |
| Name | Role | Address |
|---|---|---|
| ANDREW BROWN | Manager | 555 CALIFORNIA STREET SAN FRANCISCO, CA 94104 USA |
| Type | Date | Old Value | New Value |
|---|---|---|---|
| Conversion | 2023-05-02 | BAL Investment & Advisory, Inc. on 05-02-2023 | BAL INVESTMENT & ADVISORY, LLC |
| Number | Name | File Date |
|---|---|---|
| 202452386840 | Annual Report | 2024-04-24 |
| 202335155170 | Application for Transfer of Authority | 2023-05-02 |
| 202335155710 | Application for Registration | 2023-05-02 |
| 202335156690 | Annual Report | 2023-05-02 |
| 202335156870 | Annual Report | 2023-05-02 |
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Date of last update: 06 Jun 2025
Sources: Rhode Island Department of State